绿色能源转型融资（英）.ppt

FinancingtheGreenEnergyTransitionAUS$50trillioncatchNovember2023

FinancingtheGreenEnergyTransition:AUS$50trillioncatch|ForewordForewordTheglobalcommunityhasbeenonajourneyfromskepticismandfearofclimatechangetonowoneofambitiontoseizetheopportunitiesforgrowthanddevelopment.Butthetransitionpathwayisneithercostlessnoreasy.Theenergyandclimatetransitionrepresentsoneofthebiggestmodernizationprojectsoftheproductionsystemofeconomies,worldwide,sincetheIndustrialRevolution;andtheperilsofclimatechangemandatethatthistakesplaceinjustafractionofthetime.Thereporthighlightsthemagnitudeoftheglobaltaskaheadofustoachievenetzeroby2050—aninvestmentaskofaboveUS$7trillionperannumundercurrent?nancingconditions.Butenablingoptimal,low-cost?nance,bymakingprojectsbankable,couldhelpoptimizetheglobalinvestmentinitiativeandreducetheinvestmentaskbyaroundUS$2trillionperannum—aUS$50trillionbene?ttotheglobaleconomyovertheperiodto2050.Thisglobaltransitionproceedshavinglearnedthelessonofthelast80years—thatgrowthandtheequitabledistributionofthatgrowtharecriticalforasustainablefuture.Thegeopoliticalimperativeforthiscannotbeignoredornotembeddedintoourcollectivethinkinggoingforward.Thisisareporttohelpmaketheeconomictransitionreal—bankable—intheserviceofglobaleconomicgrowthandprosperity.ThisreportonFinancingtheGreenEnergyTransition,isthelatestinDeloitte’sseriesofinsightsfromthemacroanalysisaroundtheglobaleconomicimperativetogettonetzeroinTheTurningPoint,tothecriticalityofskillsinWorktowardnetzero:theriseoftheGreenCollarworkforceinajusttransition,andthepotentialofnewenergyinGreenhydrogen:energizingthepathtonet?zero.Thisreportisapracticalcontributiontotheglobale?ortinrecognizing,atitsfoundation,that?nanceiscriticaltoeconomicgrowthand